Wealth Advisor - Client-Focused Investment & Planning

PNC Financial Services Group, Inc.; Huntsville (AL); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical/prescription drug coverage

401(k) with match

Vacation days (15 to 25 yearly)

Educational assistance

Job summary

PNC Financial Services Group, Inc. in Huntsville, AL is looking for a Financial Advisor to join their Wealth Management team. This role involves consulting on investment strategies, growing client relationships, and providing personalized financial plans.

Ideal candidates should possess a Bachelor's degree and relevant experience, along with FINRA Series 7 and 66 licenses. PNC offers a robust benefits package and a supportive work environment, encouraging team collaboration.

Qualifications

• 2+ years of relevant professional experience.
• Licenses: FINRA Series 7 and 66 (or 63,65) required.
• Life and Health Insurance required.

Responsibilities

• Consult on investment and insurance strategies.
• Grow and retain an investment and insurance book of business.
• Own the client experience and handle sales efficiently.

Skills

Client Prospecting

Customer Engagement

Financial Analysis

Relationship Building

Education

Bachelor's degree

Tools

FINRA Series 7

FINRA Series 66

Job description

PNC Financial Services Group, Inc. in Huntsville, AL is looking for a Financial Advisor to join their Wealth Management team. This role involves consulting on investment strategies, growing client relationships, and providing personalized financial plans.

Ideal candidates should possess a Bachelor's degree and relevant experience, along with FINRA Series 7 and 66 licenses. PNC offers a robust benefits package and a supportive work environment, encouraging team collaboration.